Tiemann Investment Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,628
| Closed | -$250K | – | 186 |
|
|
2019
Q3 | $250K | Sell |
2,628
-248
| -9% | -$23.6K | 0.18% | 147 |
|
|
2019
Q2 | $240K | Buy |
2,876
+3
| +0.1% | +$250 | 0.17% | 156 |
|
|
2019
Q1 | $227K | Buy |
+2,873
| New | +$227K | 0.17% | 156 |
|
|
2017
Q1 | – | Sell |
-3,748
| Closed | -$220K | – | 166 |
|
|
2016
Q4 | $220K | Sell |
3,748
-797
| -18% | -$46.8K | 0.22% | 136 |
|
|
2016
Q3 | $272K | Buy |
4,545
+2
| +0% | +$120 | 0.25% | 123 |
|
|
2016
Q2 | $297K | Buy |
4,543
+3
| +0.1% | +$196 | 0.28% | 116 |
|
|
2016
Q1 | $273K | Sell |
4,540
-397
| -8% | -$23.9K | 0.27% | 114 |
|
|
2015
Q4 | $253K | Buy |
4,937
+53
| +1% | +$2.72K | 0.26% | 126 |
|
|
2015
Q3 | $255K | Sell |
4,884
-349
| -7% | -$18.2K | 0.28% | 125 |
|
|
2015
Q2 | $235K | Buy |
5,233
+256
| +5% | +$11.5K | 0.24% | 132 |
|
|
2015
Q1 | $246K | Buy |
4,977
+903
| +22% | +$44.6K | 0.26% | 129 |
|
|
2014
Q4 | $215K | Buy |
+4,074
| New | +$215K | 0.23% | 131 |
|